China Food

Uni president Luo Zhi first talked about succession, Danone and Mengniu yogurt entered the history of joint venture, Ruixing redeemed the only overseas bond, Juewei subsidiary withdrew from Hefu Laomian, Fonterra reduced milk price forecast, and China and the United States signed an audit cooperation agreement


Hot company information and announcements

 


Luo Zhixian, chairman of uni President Group, talks about succession planning


A few days ago, in response to the issue of succession from the outside world, Luo Zhixian, chairman of uni President Group, said that uni President Group has a very sound and perfect personnel system. In the future, it will continue to introduce experienced human resources in the industry to join the team, with the goal of becoming one of the companies that young people most yearn for. (Financial cloud)

Sell all the interests of yogurt joint venture to Mengniu

After the completion of the low-temperature business, the low-temperature business joint venture company has become wholly owned by Inner Mongolia Mengniu. Earlier, Danone had announced that it would dissolve some of the last relationships with Mengniu to reduce its leverage ratio, including buying back Domex, withdrawing Yashili and the yogurt joint venture of both sides. (company announcement)

Ruixing fully redeemed us $109.9 million notes due in 2027


Ruixing coffee today announced the full redemption of 9.00% of US $109.9 million Series B senior guaranteed notes due in 2027, which is also the only overseas debt securities of the company. This redemption marks an important step in further optimizing the capital structure of Ruixing. (company announcement)


In October, paddy was accused of considering listing in Hong Kong next year


Today, according to the “insider” quoted by IFR, the grain brand enterprise October paddy is considering listing in Hong Kong next year, raising about US $200 million to US $300 million. At present, it is cooperating with the financial advisory agency to make preliminary preparations. (Hong Kong Economic Daily)


Infant milk powder Market in China


At the recording site of a column, Leng Youbin, chairman of China Feihe, said that at present, Feihe infant milk powder has a market share of about 20% in China, which is the first brand of this category of milk powder in China. (CNR)


绝味子公司退出和府捞面


According to the industrial and commercial system, recently, the investor of Jiangsu Hefu Catering Management Co., Ltd. changed. Shanghai juepan Enterprise Management Co., Ltd. and Shanghai hejiamei enterprise consulting management partnership (limited partnership) became the new shareholders; Shenzhen Wangju Investment Co., Ltd. and Shenzhen Qianhai xilejia Investment Co., Ltd. withdrew. Wherein,


Yum! China Southern Jiangsu Supply Chain Operation Center settled in Zhangjiagang


Yesterday, yum! China Southern Jiangsu supply chain operation center project officially settled in Zhangjiagang. In response to the national Yangtze River Delta integrated development strategy, yum! China will build a national flagship supply chain operation center project in Zhangjiagang Free Trade Zone. (today’s Zhangjiagang)


Godivan’s high priced “Mid Autumn Festival cakes” are very similar to moon cakes


On the eve of the Mid Autumn Festival, Gedi fan launched a number of Mid Autumn Festival Limited gift boxes and equivalent coupons with the theme of “non Vatican collection moon appreciation on the cloud” on its official website and offline stores. The market prices ranged from 339 yuan to 1699 yuan. When the reporter asked the staff of Beijing Blue Harbor store of godivan, a staff member told the reporter: “we do not allow it to be called moon cake, but it is indeed a food similar to moon cake.” (China consumer daily)


Baifu holding faying police


Baifu holdings announced today that it is expected to record a net loss of about 90 million yuan to 110 million yuan attributable to the equity holders of the company in the first half of the year, mainly due to the impact of the epidemic, some restaurants have ceased business or suspended restaurant services for a period of time, but still generate certain fixed operating expenses, such as rent


洋河股份上半年多赚21.76%


Nestle launches vegetarian version of Qiqiao


燕京啤酒上半年多赚21.58%


Qiqiao V uses rice formula instead of milk, with a development time of two years. (Bloomberg)


After tax profit of Bega cheese plummeted in fiscal year


Bega cheese announced yesterday that due to the epidemic, rising costs and disruptions in the supply chain, the after tax profit of the fiscal year plummeted by 69% to a $24.2 million; The company’s revenue increased by 45.2% to a $3.01 billion; EBITDA decreased by 18.8% to a $149.9 million. (Aohua Finance Online)


Fast reading of food industry information


Meituan’s operating loss narrowed to 490 million yuan in the second quarter


Meituan released its second quarter financial report today. The company’s revenue in that quarter reached 50.9 billion yuan, an increase of 16.4% over the previous year; The operating loss was 490 million yuan, which was significantly narrowed year-on-year and month on month; After adjustment, the net profit was 2.1 billion yuan, which turned losses into profits year-on-year and month on month. In the second quarter, the number of immediate delivery orders of meituan increased to 4.1 billion, and the quarterly revenue of the core local commercial sector, including catering takeout and meituan flash purchase business, increased to 36.8 billion yuan. In the quarter, the per capita transaction frequency of meituan platform users increased by 16.2% year-on-year to 38.1 transactions. By the end of the second quarter, the number of active merchants on meituan platform had increased to 9.2 million, a record high. (company announcement)


Oriental selection independent app has been launched


Yesterday, the independent app selected by Dongfang was launched, with a total download of nearly 200000. It is reported that the live delivery business may be done alone. New Oriental online has no response to this matter at present. According to the public data, at present, there are about 1000 kinds of products sold in the app mall selected by Dongfang. The product categories include self operated products, fresh fruits and vegetables, seafood and aquatic products, books and entertainment, etc., which are basically the same as those in the Tiktok live broadcast room selected by Dongfang. In terms of price, the price of app is basically the same as that of Tiktok mall. (China Securities News)


Ning Gaoning resigns


This morning, Sinochem held a meeting of middle-level and above managers. At the meeting, it was announced that Li Fanrong was appointed chairman and Secretary of the Party group of Sinochem and removed from his post as general manager of Sinochem; Ning Gaoning was removed from the posts of chairman and Party group secretary of Sinochem. (Interface)


The Ministry of industry and information technology reported 47 apps and SDKs that infringe on users’ rights and interests


Today, wechat published an app notice on infringement of users’ rights and interests on its official account, saying that up to now, there are 47 apps (SDKs) that have not been rectified as required, and we hereby give a notice. (information and communication administration of the Ministry of industry and information technology)


China Securities Regulatory Commission, the Ministry of Finance and the US regulatory authorities signed an audit supervision cooperation agreement



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Uni president Luo Zhi first talked about succession, Danone and Mengniu yogurt entered the history of joint venture, Ruixing redeemed the only overseas bond, Juewei subsidiary withdrew from Hefu Laomian, Fonterra reduced milk price forecast, and China and the United States signed an audit cooperation agreement


Bega Cheese昨日发布公告称,由于疫情、成本上升和供应链受干扰,财年税后利润骤降69%至2420万澳元;公司营收增长45.2%至30.1亿澳元;息税折旧及摊销前利润(EBITDA)下降18.8%至1.499亿澳元。(澳华财经在线)



食品行业信息速读

 



美团第二季度经营亏损收窄至4.9亿元


美团今天发布第二季度财报,公司该季度营收达509亿元,同比增长16.4%;经营亏损为4.9亿元,同比、环比均大幅收窄;经调整溢利净额为21亿元,同比、环比均实现扭亏为盈。第二季度,美团即时配送订单数增长至41亿笔,包括餐饮外卖、美团闪购业务在内的核心本地商业板块季度收入增长至368亿元。该季度,美团平台用户人均交易频次同比增长16.2%至38.1笔。截至第二季度末,美团平台年活跃商户数增长至920万,创历史新高。(公司公告)


东方甄选独立APP已上线


昨日,东方甄选独立APP已上线,累计总下载量接近20万。有消息称直播带货业务或将单干,新东方在线方面目前对此事暂无回应。公开资料显示,目前东方甄选APP商城销售的商品大概在1000种左右,产品类目包括自营商品、生鲜果蔬、海鲜水产和图书文娱等,和东方甄选抖音直播间的带货品类基本相同。价格方面,APP价格基本也与其在抖音商城的价位相同。(中国证券报)


宁高宁卸任中国中化董事长


今日上午,中国中化召开中层以上管理人员大会。会上宣布决定称,李凡荣任中国中化董事长、党组书记,免去其中国中化总经理职务;免去宁高宁的中国中化董事长、党组书记职务。(界面)


工信部通报47款侵害用户权益APP和SDK


今日,工信微报在其公众号发布关于侵害用户权益行为的APP通报,称截止至目前,尚有47款APP(SDK)未按要求完成整改,现予以通报。(工业和信息化部信息通信管理局)




中国证监会、财政部与美国监管机构签署审计监管合作协议



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